See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $174,248 |
NEWEDGE ADVISORS LLC1 year Service code 26 · EIN 46-1173026 | Advisory (Participants) | $21,064 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $19,500 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $10,779 |
DYNAMIC WEALTH ADVISORS1 year Service code 26 · EIN 26-3945512 | Advisory (Participants) | $5,517 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $3,865 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,228 | $63,321+232.0% | $68,791+205.6% | $77,904+169.9% |
| Participation rate | 90.3% | 71.1%+19.2pp | 69.0%+21.3pp | 73.7%+16.7pp |
| Annual return | -17.69% | -6.50%-11.2pp | -6.38%-11.3pp | 12.21%-29.9pp |
| Employer contribution / active EE | $6,398 | $2,794+129.0% | $2,655+141.0% | $2,848+124.7% |
| Participant deferral / active EE | $11,303 | $4,029+180.5% | $3,941+186.8% | $4,806+135.2% |
| Admin fee / account holder | $216 | $104+107.1% | $4,932-95.6% | $133+63.0% |